Bertram Capital is a private equity firm targeting investments in lower middle market companies. Since its inception in 2006, the firm has raised over $3.5B of capital commitments. Bertram has distinguished itself in the private equity community by combining venture capital operating methodologies with private equity financial discipline to empower its portfolio companies to unlock their full business potential. This approach is unique in that Bertram is not singularly focused on achieving its investment returns through financial engineering and the extraction of near-term cash flow. Instead, Bertram focuses on reinvestment and technology enablement to drive growth and value through digital marketing, e-commerce, big data and analytics, application development and internal and external platform optimization.
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Members of the Investment team work closely with Bertram's Principals and Partners across a mix of opportunities for new investments. These roles will work on a small deal team and will be exposed to the full spectrum of private equity investing including evaluation of new platform investments, identification and execution of add-on acquisitions, investment thesis development, portfolio management, and deal execution. We hire personable, intelligent, self-starters who exhibit professionalism and exceptional analytical, organizational and communication skills.
At Bertram Capital we value and celebrate the many perspectives that arise from a variety of cultures, genders, religions, national origins, ages, abilities, socioeconomic status and sexual orientation. Our commitment to Diversity, Equity and Inclusion (DEI) ensures that Bertram is a place that attracts, grows, and promotes top talent from all backgrounds.
If you are interested in sharing your background and resume in consideration for possible future Investment Team roles, please submit your information below.
What We Do
Bertram Capital is a private equity firm targeting investments in lower middle market companies. Since its inception in 2006, the firm has raised over $2.2B of capital commitments. In addition to supplying strategic growth capital, Bertram Capital leverages proprietary processes and services, Bertram High 5sm and Bertram Labs, to empower its portfolio companies to unlock their full business potential. The Bertram High 5sm is an operationally-focused value creation strategy, which includes management augmentation, operational initiative implementation, complimentary business acquisition, sales and marketing improvements and leveraging technology and IP. The cornerstone of this strategy is Bertram Labs, its in-house technology team, which drives growth and value through digital marketing, e-commerce, big data and analytics, application development and internal and external platform optimization.
Investment Criteria:
Industry Focus
> Business Services
> Consumer
> Industrial/Manufacturing
> Technology
Size Characteristics
> Revenue: $20-$250M
> EBITDA: $5-$35M
> Add-ons can be smaller/early stage
Transaction Structures
> Preference for control
> Prefer private companies or divestitures
> Management buyouts
> Shareholder liquidity events
Equity Strategy
> Enterprise Value: $50-$500M
> Platform equity check range: $25-$100M
> Ample capital available for add-ons
> Low leverage: ~ 50-70% equity
Disclaimer: http://www.bertramcapital.com/disclaimer